A complete list of active advisors currently associated with Lumbard & Kellner, LLC

Warmer can help you find a great advisor at Lumbard & Kellner, LLC or one who fits your needs even better.

Lumbard & Kellner, LLC provides discretionary investment management primarily to individual clients, including both high‑net‑worth and other individual investors, and occasionally to trusts, estates, charitable organizations, and retirement plans. The firm reports $443,616,831 in assets under management as of 12/31/2025 and manages client portfolios through a small advisory team. The firm follows a value‑oriented, fundamental investment process that emphasizes company earnings, valuation multiples, dividends, and management quality when selecting equities and fixed income, and it may use modest ETF positions for hedging. Clients receive ongoing oversight with written account reviews each quarter and a market commentary called “Insight” distributed three times per year. Distinctively, the firm advertises performance results in its materials — a practice uncommon among peers — while maintaining practices such as a $1.5 million new‑account minimum and not taking custody of client assets (custodial statements are provided directly to clients). The combination of a relatively small advisor team, substantial AUM, and an explicit reliance on external Wall Street research to supplement internal analysis is a notable operational characteristic compared with larger firms.

To learn more about the advisors currently working at Lumbard & Kellner, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.